AI HubSpot Audit

Discover Newly Emerging AI Opportunities to Optimize Your CRM
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Achieving certainty in a time of change

If you're seeing AI updates flying past you quicker than you can latch on to them, and feeling that you're not getting the best return on your HubSpot investment, an AI HubSpot Audit can restore a sense of certainty.

Certainty of what opportunities lie before you. Certainty in a plan for seizing these opportunities. Certainty that you have the support you need.

a virtual checklist

Your business is unique, so there's lots to discuss before we can ensure your AI HubSpot Audit will be a good investment. You can start the conversation right now by making an enquiry.



Here's a detailed breakdown of what to expect from an AI HubSpot Audit. If you have further questions, please send us an enquiry.

THE SCOPE

A Deep Dive into Your HubSpot Instance
We perform an in-depth evaluation covering key areas including:

  • AI-Driven Lead Scoring & Segmentation: Assessing predictive analytics to prioritize high-value prospects.

  • Marketing Automation & AI Optimization: Enhancing workflows with smart personalization, adaptive A/B testing, and tailored content recommendations.

  • Sales Pipeline Efficiency & Forecasting: Refining deal tracking and leveraging predictive tools for accurate revenue projections.

  • Customer Service & Support Enhancements: Optimizing chatbot configurations and sentiment analysis for superior support experiences.

  • Data Hygiene & CRM Management: Ensuring your CRM is clean, enriched, and ready for actionable insights.

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THE OUTCOMES

Tangible improvements, both short and long term.

Your audit will result in an ambitious yet realistic plan for leveraging AI in HubSpot:

  • Immediately Actionable Insights: A comprehensive report that details current inefficiencies and areas for AI integration.

  • Strategic Recommendations: Prioritized, customized strategies to transform your HubSpot experience.

  • Bespoke 6-Month Roadmap for Success: A step-by-step plan to seamlessly implement AI solutions that drive measurable results.

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THE PROCESS

  1. Initial Assessment:
    We begin by analyzing your current HubSpot setup, focusing on workflows, data quality, and personnel/processes.

  2. In-Depth Analysis:
    Our experts identify gaps, inefficiencies, and untapped AI opportunities across all relevant functions—Sales, Marketing, Service, and Operations.

  3. Tailored Recommendations:
    Based on our findings, we deliver a detailed report outlining actionable improvements and potential AI enhancements tailored to your business needs.

  4. Implementation Roadmap:
    We provide a clear, structured plan to integrate the recommended AI capabilities, ensuring a smooth transition with immediate impact on your operations.

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PRICING

AI HubSpot Audit++ image

AI HubSpot Audit++

$2,900.00

AI-focused Audit of HubSpot + Associated Tech Stack

Get Your Audit Now

ENQUIRE ABOUT THE AI HUBSPOT AUDIT